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Portfolio Diversification
Range
Most Diversified
17 instruments
December 7, 2023
Least Diversified
0 instruments
April 4, 2026
Average
9.4 instruments
Most Consistent Holdings
Top 5
AAPL99.78%
BRK.B99.67%
META99.34%
MSFT98.35%
SPY91.54%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 16, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 20.72% | 18.75% | 99.34% | - |
| State Street SPDR S&P 500 ETF (SPY) | 13.07% | 17.39% | 91.54% | - |
| Berkshire Hathaway (BRK.B) | 11.77% | 14.51% | 99.67% | - |
| Apple (AAPL) | 10.05% | 8.91% | 99.78% | - |
 Amazon (AMZN) | 8.33% | 8.63% | 90.22% | - |
 Nu (NU) | 6.82% | 9.46% | 62.53% | - |
| Microsoft (MSFT) | 6.13% | 4.06% | 98.35% | - |
 MercadoLibre (MELI) | 5.12% | 5.04% | 63.96% | - |
 Home Depot (HD) | 4.64% | 3.33% | 87.69% | - |
 McDonald's (MCD) | 4.08% | 0% | 38.13% | 11/22/2024 |
 Oatly (OTLY) | 4.01% | 0% | 40.44% | 11/22/2024 |
 Uber (UBER) | 3.19% | 0% | 40.55% | 11/22/2024 |
 Alibaba (BABA) | 0.29% | 0% | 2.09% | 12/4/2023 |
 Fluence (FLNC) | 0.21% | 0% | 3.74% | 1/2/2024 |
 H&M (HM-B.ST) | 0.2% | 0% | 2.64% | 12/11/2023 |
 Autozone (AZO) | 0.17% | 0% | 3.08% | 1/3/2024 |
 Johnson & Johnson (JNJ) | 0.13% | 0% | 3.52% | 1/5/2024 |
 Toyota (TM) | 0.13% | 0% | 3.41% | 1/4/2024 |
 Crocs (CROX) | 0.11% | 0% | 2.64% | 12/28/2023 |
 Celsius (CELH) | 0.1% | 0% | 2.31% | 12/8/2023 |
 NVIDIA (NVDA) | 0.09% | 0% | 1.65% | 12/13/2023 |
 Tesla (TSLA) | 0.05% | 0% | 0.55% | 11/20/2023 |
 Procter & Gamble (PG) | 0.05% | 0% | 2.64% | 1/5/2024 |
 Target (TGT) | 0.03% | 0% | 0.55% | 11/20/2023 |
 Chevron (CVX.US) | 0.03% | 0% | 0.55% | 11/20/2023 |
 Wayfair (W.US) | 0.03% | 0% | 0.55% | 11/20/2023 |
 Alphabet (GOOG) | 0.01% | 0% | 0.11% | 11/16/2023 |
 First Solar (FSLR) | 0.01% | 0% | 0.11% | 11/16/2023 |
 Netflix (NFLX) | 0.01% | 0% | 0.11% | 11/16/2023 |
 Nio (NIO) | 0.01% | 0% | 0.11% | 11/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 21.3% | 22.58% |
| State Street SPDR S&P 500 ETF (SPY) | 16.98% | 17.14% |
| Berkshire Hathaway (BRK.B) | 15.07% | 14.11% |
| Nu (NU) | 12.26% | 12.53% |
| Apple (AAPL) | 8.88% | 9.89% |
| Amazon (AMZN) | 7.18% | 7.64% |
| MercadoLibre (MELI) | 8.53% | 7.46% |
| Microsoft (MSFT) | 4.75% | 4.82% |
| Home Depot (HD) | 4.66% | 3.49% |
Cash & Instruments Over Time
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